SMCI 還能買嗎?從480 觀望到現在,天天發狂

買的原因:
 

1. market cap is relatively small
2. future P/E is not high; EBIT margin is pretty high compared with peers
3. 風口上

不買的原因:
1. 有nvda在前

請您先登陸,再發跟帖!